CNBC – When financial advisor Liz Miller took on a client whose spouse had recently died, she realized a piece of the survivor’s financial life needed more attention than her wealth management services would provide. That is, the client needed help with the...
It is a timely and increasingly common situation. An article titled ‘Solo Ager’ Needs Help Handling Her Financial Affairs: With no spouse and no children, she’s looking elsewhere for backup in AARP Magazine describes the problem and options...
Barbara’s mother called her in a panic. The power had been shut off. Barbara contacted the electric company and learned that her elderly mother had not paid her bills in several months. Barbara, who lives in another state, made an emergency trip to sort out her...
